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2,402 hedge funds and large institutions have $81.9B invested in Starbucks in 2024 Q4 according to their latest regulatory filings, with 280 funds opening new positions, 788 increasing their positions, 1,081 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 280 | Existing positions closed: 168

33% more call options, than puts

Call options by funds: $3.89B | Put options by funds: $2.91B

3% more funds holding

Funds holding: 2,3312,402 (+71)

0.78% more ownership

Funds ownership: 77.07%77.85% (+0.78%)

4% less capital invested

Capital invested by funds: $85B → $81.9B (-$3.06B)

24% less funds holding in top 10

Funds holding in top 10: 3426 (-8)

27% less repeat investments, than reductions

Existing positions increased: 788 | Existing positions reduced: 1,081

Holders
2,402
Holders Change
+71
Holders Change %
+3.05%
% of All Funds
31.64%
Holding in Top 10
26
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-23.53%
% of All Funds
0.34%
New
280
Increased
788
Reduced
1,081
Closed
168
Calls
$3.89B
Puts
$2.91B
Net Calls
+$975M
Net Calls Change
+$232M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1576
Abound Financial
California
$427K +$453K +4,681 New
BFA
1577
Beaumont Financial Advisors
Massachusetts
$426K +$40.3K +417 +10%
FA
1578
Faithward Advisors
Pennsylvania
$426K +$7.55K +78 +2%
AL
1579
Aspiriant LLC
California
$424K -$9.58K -99 -2%
MWM
1580
Manske Wealth Management
Texas
$422K +$448K +4,628 New
SIM
1581
Stratos Investment Management
Ohio
$422K -$47K -486 -10%
FMB
1582
Field & Main Bank
Kentucky
$422K -$53.7K -555 -11%
FMLI
1583
Fukoku Mutual Life Insurance
Japan
$421K -$80.1K -828 -15%
CP
1584
Creekside Partners
California
$420K +$677 +7 +0.2%
TFGT
1585
TS Financial Group (TSFG)
Illinois
$420K -$27.6K -285 -6%
AF
1586
Arrow Financial
New York
$419K -$50.3K -520 -10%
AIM
1587
Acropolis Investment Management
Missouri
$419K -$9.48K -98 -2%
NFC
1588
Northeast Financial Consultants
Connecticut
$419K +$193 +2 +0%
ACP
1589
Aviance Capital Partners
Florida
$417K +$81.3K +840 +23%
WIM
1590
WealthPlan Investment Management
Nebraska
$416K -$195K -2,011 -31%
NHC
1591
Nicholas Hoffman & Company
Georgia
$416K -$41.9K -433 -9%
PW
1592
Potentia Wealth
California
$415K +$440K +4,550 New
AO
1593
Advisor OS
Illinois
$415K +$13.4K +139 +3%
HWAM
1594
Hennion & Walsh Asset Management
New Jersey
$415K +$75.4K +779 +21%
BPCE
1595
Bank Pictet & Cie (Europe)
Germany
$413K -$15.1M -155,652 -97%
MPW
1596
Monterey Private Wealth
California
$413K +$137K +1,420 +46%
JFGIW
1597
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$413K -$424K -4,382 -53%
MWP
1598
Meriwether Wealth & Planning
Louisiana
$411K +$436K +4,509 New
GA
1599
Gordian Advisors
Arizona
$411K +$97 +1 +0%
SPF
1600
South Plains Financial
Texas
$410K +$435K +4,493 New

SBUX Hedge Fund Activity: Q4 2024 in Review

2,402 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q4 2024, worth a combined $81.9B — down 3.6% from $85B a quarter earlier.

Buyers outnumbered sellers: 280 funds opened new SBUX positions and 168 closed out — a net gain of 112 holders — while 788 added to existing stakes and 1,081 trimmed.

The largest buyer was Capital World Investors, adding an estimated $888M. The largest seller was DZ Bank, cutting an estimated $434M.

  • 2,402 institutional investors held Starbucks (SBUX) as of Q4 2024, up from 2,331 in Q3 2024.
  • Funds reported $81.9B of Starbucks stock for Q4 2024, down 3.6% quarter-over-quarter.
  • 280 funds opened new Starbucks positions in Q4 2024 and 168 closed out, a net change of +112 holders.
  • The largest Starbucks buyer in Q4 2024 was Capital World Investors, an estimated $888M added.
  • The largest Starbucks seller in Q4 2024 was DZ Bank, an estimated $434M sold.

Based on aggregated 13F filings for Q4 2024.